Transfer Agency New Business Limerick End date 31st December 2024 - One of our large Financial clients is looking fir a Transfer Agency administrator to join their team, with strong Administration, Excel The Transfer Agency department provides a third-party fund administration service to numerous fund management companies covering the full range of shareholder servicing functions including new business, dealing, registration, finance and investor services.
Reporting to the Manager of the Transfer Agency New Business Team, you will be responsible for the implementation of new clients, launching of new funds for existing clients and completion of fund mergers and transitions in a timely and accurate manner.
Ensure that all Transfer Agency, and related departments, and locations are fully engaged and understand the workings of the funds/clients/classes prior to go live date.
PRINCIPAL RESPONSIBILITIES Work with clients to help them understand standard Transfer Agency Services and where deviations are required, work with the client and internal parties to address appropriately.
Deliver new business to Transfer Agency in a controlled and efficient manner Manage multiple projects end-to-end, from gathering requirements through to sign off.
Review documentation such as prospectus, supplements, application forms, Service Level Agreements and provide relevant and proactive feedback to clients.
Ensure prospectus information and any agreed procedures are correctly translated into the operating systems, always checking with relevant Subject Matter Experts and managers whether a given task can or should be supported.
Ensure timely completion of all required developments, enhancements and/or set ups Attend client meetings to provide input and assistance in ensuring completion of the Transfer Agency on-boarding process Act as Clients first point of contact from Transfer Agency and ensure client requirements are understood by the operational teams prior to launch.
Maintain a good understanding of the Transfer Agency systems and participate in knowledge shares around existing and new functionality.
Maintain strong working relationships with key stakeholders in the business.
Provide input to process improvements and efficiencies within the team.
Identify, document and disseminate new procedures and controls.
Able to serve as a key subject matter expert on the Transfer Agency product offering.
SKILLS / EXPERIENCE Excel Administration Financial services is desirable Knowledge and experience within the transfer agency business specifically with Transfer Agency operational experience being a large contributor.
Prior client services Ability to work on own initiative within a team Please apply with you most resent CV Skills: Administrator Transfer agency Excel